PLRRX - Principal LifeTime Hybrid 2015 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.81%
5-Year Average Return3.70%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Jun 4, 2023)15.17%
Worst 1 Yr Total Return (Jun 4, 2023)N/A
Best 3-Yr Total Return15.17%
Worst 3-Yr Total Return1.48%

Trailing Returns (%) Vs. Benchmarks

ReturnPLRRXCategory
YTD4.81%5.24%
1-Month0.00%0.74%
3-Month1.81%3.92%
1-Year0.05%17.09%
3-Year2.52%9.13%
5-Year3.70%8.26%
10-Year0.00%6.90%
Last Bull Market15.30%13.45%
Last Bear Market-8.91%-10.49%

Annual Total Return (%) History

Year
PLRRXCategory
2023
N/AN/A
2022
-13.63%N/A
2021
8.20%N/A
2020
11.83%10.75%
2019
15.17%15.45%
2018
-4.50%-3.86%
2017
11.87%11.29%
2016
6.47%6.12%
2015
N/A-1.34%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.22%N/AN/AN/A
2022-5.00%-8.91%-4.29%4.29%
20211.48%3.57%-0.31%3.26%
2020-8.26%9.77%4.10%6.68%
20196.87%2.94%1.07%3.58%
2018-0.92%0.56%2.12%-6.14%
20173.41%2.33%3.03%2.61%
20161.88%1.95%2.72%-0.21%
20151.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD44
1-Month11
3-Month45
1-Year40
3-Year49
5-Year53

Load Adjusted Returns

1-Year-0.96%
3-Year3.07%
5-Year3.64%
10-YearN/A